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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,143 | $85,766+31.9% | $136,298-17.0% | $70,126+61.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.71% | 31.46%-15.7pp | 5156.27%-5140.6pp | 73.15%-57.4pp |
| Employer contribution / active EE | $4,664 | $2,966+57.2% | $4,696-0.7% | $2,343+99.1% |
| Participant deferral / active EE | $8,377 | $5,051+65.8% | $6,247+34.1% | $3,332+151.4% |
| Admin fee / account holder | $3,842 | $5,421-29.1% | $9,244-58.4% | $4,645-17.3% |